+50.0%
VG vs COO
-9.4%
+59.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | -0.6% |
| 7D | -22.0% | +4.7% | -26.8% | -20.4% |
| 30D | -11.6% | +13.9% | -25.5% | -7.2% |
| 3M | -14.9% | -14.9% | +0.1% | -17.6% |
| 6M | -3.5% | +2.0% | -5.6% | -1.6% |
| YTD | +70.0% | -23.9% | +93.9% | +69.3% |
| 1Y | +50.0% | -9.6% | +59.6% | +43.3% |
| All | +50.0% | -9.4% | +59.4% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded COO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling